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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,474 | $162,136-16.4% | $152,301-11.0% | $154,746-12.5% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 18.87% | 91.02%-72.2pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $9,160 | $4,890+87.3% | $4,624+98.1% | $4,379+109.2% |
| Participant deferral / active EE | $13,202 | $8,341+58.3% | $8,004+65.0% | $6,730+96.2% |
| Admin fee / account holder | $10,058 | $15,759-36.2% | $14,398-30.1% | $14,365-30.0% |